Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
Generic

Nathan Barker

Maryville

Summary

Results-driven Insurance Professional accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.

Overview

17
17
years of professional experience

Work History

Personal Lines Account Manager

Oakbridge Insurance
Knoxville, TN
04.2023 - Current
  • Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
  • Streamlined communication processes for increased efficiency by implementing an organized system for tracking client interactions.
  • Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
  • Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.

Sales Agent Property & Casualty

Elite Insurance Group
04.2022 - 04.2023
  • Remote Licensed Property & Casualty Insurance Sales Agent in 48 States quoting and selling 20+ national insurance carriers
  • Build rapport with clients finding the best home and auto insurance policies to fit their needs
  • Answer any questions and help clients maintain an agent to client level relationship after the policy is written
  • Underwrite each policy before being issued to help ensure policies stick to the books.
  • Developed strong relationships with clients through excellent customer service and regular followups.

Direct Referral P&C Sales agent/ Assistant Manager/ Sales Mentor

Answer Financial
02.2014 - 04.2022
  • Work directly with Primerica sales agents to write Auto and home insurance for their clients while maintaining a professional relationship to manage the client's policies on front and back end of business
  • Mentored new sales agent during training period to ensure underwriting of all policies were precise and written to the best fit of the client
  • Assistant manager and one of top sales agent on the floor during time before Direct Referral agents were introduced.

Senior Customer Service/ Escalation Agent

Sears Holding Corp
- 02.2014
  • Take inbound calls and de-escalate clients with the utmost professional manner
  • Provide excellent customer service to Sears clients and resolve any issues that they may have had.

Cashier/Garden Section

HEB Grocery
02.2012 - 06.2013
  • Cashier for the front end of the store, also helped run the garden section.

Cashier/ Driver/ Assistant Manager

Mazzios Pizza
08.2007 - 08.2010
  • First job, ran the front of the store as a cashier and worked my way up to Assistant Manager

Education

Communications Major -

West Texas A&M
Canyon, TX
01.2012

Basic Courses -

Temple College
Temple, TX
01.2011

Diploma -

Academy High School
Little River Academy, TX
01.2009

Skills

  • Sales Software Proficiency
  • Licensed in 48 states Property & Casualty
  • Product knowledge
  • Active listening
  • Efficiency in managing client's policies and follow up
  • Time management
  • Strategic thinking
  • Underwriting principles
  • Industry Regulations Knowledge
  • Easily adaptable to new systems from prior systems knowledge (Applied Epic, EZLynx, etc)

Hobbies and Interests

  • Traveling
  • Fishing
  • Cooking with my son
  • Watching TV shows with the Family
  • Going to Disney

Timeline

Personal Lines Account Manager

Oakbridge Insurance
04.2023 - Current

Sales Agent Property & Casualty

Elite Insurance Group
04.2022 - 04.2023

Direct Referral P&C Sales agent/ Assistant Manager/ Sales Mentor

Answer Financial
02.2014 - 04.2022

Cashier/Garden Section

HEB Grocery
02.2012 - 06.2013

Cashier/ Driver/ Assistant Manager

Mazzios Pizza
08.2007 - 08.2010

Senior Customer Service/ Escalation Agent

Sears Holding Corp
- 02.2014

Communications Major -

West Texas A&M

Basic Courses -

Temple College

Diploma -

Academy High School
Nathan Barker